See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,875 | $117,841+56.0% | $102,423+79.5% | $145,922+26.0% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 19.20% | 31.65%-12.5pp | 29.32%-10.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,865 | $3,615-20.7% | $3,023-5.2% | $4,660-38.5% |
| Participant deferral / active EE | $9,916 | $5,731+73.0% | $5,053+96.2% | $6,688+48.3% |
| Admin fee / account holder | $14,471 | $13,326+8.6% | $9,451+53.1% | $13,397+8.0% |